A detailed history of Advisor Group Holdings, Inc. transactions in W. P. Carey Inc. stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 268,497 shares of WPC stock, worth $14.6 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
268,497
Previous 289,642 7.3%
Holding current value
$14.6 Million
Previous $15.9 Million 4.93%
% of portfolio
0.04%
Previous 0.04%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$54.63 - $63.96 $1.16 Million - $1.35 Million
-21,145 Reduced 7.3%
268,497 $16.7 Million
Q2 2024

Aug 13, 2024

SELL
$53.32 - $60.11 $3.07 Million - $3.46 Million
-57,595 Reduced 16.59%
289,642 $15.9 Million
Q1 2024

May 10, 2024

SELL
$54.84 - $67.37 $1.11 Million - $1.36 Million
-20,226 Reduced 5.5%
347,237 $19.6 Million
Q4 2023

Feb 12, 2024

SELL
$52.21 - $65.68 $1.3 Million - $1.64 Million
-24,901 Reduced 6.35%
367,463 $23.8 Million
Q3 2023

Nov 13, 2023

BUY
$54.08 - $73.02 $692,764 - $935,386
12,810 Added 3.38%
392,364 $21.2 Million
Q2 2023

Aug 21, 2023

SELL
$66.29 - $76.27 $1.28 Million - $1.47 Million
-19,302 Reduced 4.84%
379,554 $25.6 Million
Q2 2023

Aug 10, 2023

BUY
$66.29 - $76.27 $1.49 Million - $1.72 Million
22,542 Added 5.99%
398,856 $26.9 Million
Q1 2023

May 12, 2023

SELL
$75.21 - $85.55 $52,421 - $59,628
-697 Reduced 0.18%
376,314 $29.1 Million
Q4 2022

Feb 10, 2023

SELL
$68.46 - $81.68 $859,446 - $1.03 Million
-12,554 Reduced 3.22%
377,011 $29.5 Million
Q3 2022

Nov 14, 2022

BUY
$68.77 - $89.3 $2.53 Million - $3.28 Million
36,757 Added 10.42%
389,565 $27.2 Million
Q2 2022

Aug 10, 2022

BUY
$76.0 - $86.57 $584,668 - $665,983
7,693 Added 2.23%
352,808 $29.3 Million
Q1 2022

May 04, 2022

SELL
$74.37 - $83.52 $1.53 Million - $1.72 Million
-20,582 Reduced 5.63%
345,115 $25.7 Million
Q3 2021

Nov 05, 2021

BUY
$73.04 - $80.69 $758,301 - $837,723
10,382 Added 2.92%
365,697 $26.7 Million
Q2 2021

Aug 02, 2021

BUY
$70.57 - $78.29 $1.08 Million - $1.2 Million
15,350 Added 4.52%
355,315 $26.5 Million
Q1 2021

May 13, 2021

BUY
$66.32 - $71.74 $261,963 - $283,373
3,950 Added 1.18%
339,965 $24.1 Million
Q4 2020

Feb 10, 2021

SELL
$61.58 - $71.75 $253,709 - $295,610
-4,120 Reduced 1.21%
336,015 $23.7 Million
Q3 2020

Nov 12, 2020

SELL
$63.15 - $73.44 $467,815 - $544,043
-7,408 Reduced 2.13%
340,135 $22.2 Million
Q2 2020

Aug 14, 2020

SELL
$50.26 - $74.36 $3.38 Million - $5 Million
-67,194 Reduced 16.2%
347,543 $23.5 Million
Q1 2020

May 18, 2020

BUY
$43.86 - $88.27 $18.2 Million - $36.6 Million
414,737 New
414,737 $21.9 Million

Others Institutions Holding WPC

About W. P. Carey Inc.


  • Ticker WPC
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Diversified
  • Shares Outstandng 206,708,992
  • Market Cap $11.2B
  • Description
  • W. P. Carey ranks among the largest net lease REITs with an enterprise value of approximately $18 billion and a diversified portfolio of operationally-critical commercial real estate that includes 1,215 net lease properties covering approximately 142 million square feet as of September 30, 2020. For nearly five decades, the company has invested ...
More about WPC
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